Asset Management Client Service Manager

UNION BANCAIRE PRIVEE UBP SA; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Union Bancaire Privée is seeking an experienced Institutional Client Service Manager in the United Kingdom. You will serve as a key contact for Institutional and Wholesale clients and collaborate with sales, investment management, operations, and compliance teams to deliver a superior client experience and drive growth.

Based in the UK, you will work across the client lifecycle, contribute to business development, and own CRM strategy and data integrity to support regional initiatives.

Qualifications

• Minimum 5 years in client services, relationship management, or business development within asset management.
• Familiarity with institutional and wholesale investment products and UK landscape.
• Proven ability to manage client relationships and provide reporting and market insight.

Responsibilities

• Manage relationships with Institutional and Wholesale clients across UK, delivering exceptional service.
• Support regional sales, coordinate client lifecycle activities and market our solutions.
• Act as Salesforce champion, ensuring data accuracy and building dashboards/reports.

Skills

Interpersonal skills

Effective communication

Proactive/autonomous

Analytical mindset

Time management

Client-first approach

MS Office (Outlook, Excel, PowerPoint)

AI tools awareness

Tools

Salesforce

Job description

Job Title: Institutional Client Service Manager

Location

United Kingdom

Regions Covered

United Kingdom

Client Segments

Institutional & Wholesale

ABOUT THE ROLE

We are looking for a dynamic and client-focused professional to join our Global Institutional Client Services team as Client Service Manager for the UK. Based in the UK, you will serve as a key point of contact for Institutional and wholesale clients across these strategically important markets, driving strong client relationships and contributing to the growth of our business.

You will work in close collaboration with the Salespersons responsible for developing business in the region, as well as other internal stakeholders -including investment management professionals, investment specialists, operations, product and compliance teams - to deliver an outstanding client experience at every stage of the client lifecycle, while also playing an active role in business development and CRM strategy.

KEY RESPONSIBILITIES

1. Client Relationship Management

• Build and maintain strong, trust-based relationships with Institutional and Wholesale clients
• Work collaboratively to launch and sustain global and local business consultant partnerships and initiatives.
• Act as the primary point of contact for clients, addressing their requests, queries, and reporting requirements in a timely and professional manner.
• Work collaboratively with internal teams — including portfolio management, operations, legal and compliance to meet client requirements at every stage of the client lifecycle.

2. Sales Support

• Contribute actively to the design, implementation, and monitoring of the regional sales strategy.
• Structure and coordinate the sales effort across all stages of the client lifecycle.
• Conduct market segmentation, lead qualification analysis, and develop prospecting plans to support client acquisition initiatives.

3. CRM / Salesforce Champion

• Serve as the regional Salesforce champion, promoting best practices and driving for the adoption, active and best practice use of CRM.
• Ensure the accuracy, completeness, and integrity of all client data within the CRM system.
• Design and maintain dashboards and reports that provide a clear view of pipeline activity, client engagement, and team performance.

CANDIDATE PROFILE

Experience & Knowledge

• Minimum 5 years of experience in client services, relationship management, or business development within asset management
• Familiarity with investment products and strategies relevant to Institutional and Wholesale clients (UCITS, segregated mandates, alternatives, …)
• A good understanding of the UK Institutional and Wholesale investor landscape and its evolution.

Skills & Competencies

• Good interpersonal and communication skills
• Proactive with strong initiative and autonomy
• Strong analytical mindset with experience in data analysis and reporting
• Highly organised with the ability to manage multiple priorities and work effectively in a fast-paced, globally matrixed environment.
• Commercially driven, with a client-first approach and a proactive attitude towards business development
• Proficiency in Microsoft Office suite, particularly Outlook, Excel and PowerPoint, and ability and willingness to learn and adopt and adapt to new tools.
• Proficiency in the use of AI tools is an advantage.

Languages

• Fluency in English is essential.
• Proficiency in French is a strong advantage.
• IMC certification strongly preferred for this role.